SHARED
We Are a Multi-Family Office
Focused on Your Success
CONTACT US
VISION
LETS TALK
Our Approach
Privus Financial provides family office services, which includes anything that touches the financial life for you and your family. Our clients are generally high net worth individuals and families (and those on that trajectory) who own one or more businesses. We provide services customized to your unique needs, taking into consideration the complexity of businesses and partnerships as well as tax efficient financial management.
Investment Strategy and Planning
Investment Strategy and Planning
We understand the complexity of wealth management when it comes to your family and business. We offer clients flexible wealth management and retirement solutions, which include a wide range of traditional and alternative investments.
Accounting Service
Accounting Service
Our bookkeeping services can organize and keep track of your business financial transactions. We can also assist with payroll services as well as preparation and filings for business and personal taxes.
Real Estate Investment
Real Estate Investment
Alternative investments are an important part of an overall wealth management strategy for certain clients. Depending upon your financial circumstances, we can help your family find Property, Limited Partnerships, or Opportunity Zone funds that may be a good choice for your long-term needs.
Legal
Legal
Preparation and planning for individual or business-related legal situations is an important part of wealth management. We can assist you with estate planning including wills, trusts and advance directives. If your family or business require legal representation in family law, employment law, or commercial litigation, we work closely with attorneys who stand ready to assist.
Insurance
Insurance
We understand the insurance industry can be overwhelming and confusing. We can help you navigate the entire insurance process for you, your family and your business. From policy selection to provider options and navigating the application process, we can find the right solutions for you.
Banking
Banking
We work with leading banking and lending institutions to provide you a high quality private banking experience. We have relationships with regional and national banks that offer personal, and business banking.
Helping our Clients with Their Ever Changing Needs.
Blog and Updates
Is it time to refinance?
Is it time to refinance? With mortgage rates at an all-time low, now is a great time for homeowners to think about refinancing! If you have a current bank, or other financial professional you trust, please reach out to learn if you can enjoy the benefits of achieving your freedom sooner. If you are in […]
Adaptive Training Foundation
David Vobora – Founder – Adaptive Training Foundation David grew up with a football in his hands and the NFL in his dreams. His path to the NFL, however, was anything but simple. After playing football at the University of Idaho, he was the last pick in the 2008 draft earning him the not-so-coveted title […]